Evergreen Capital Management’s Itaú Unibanco ITUB Stock Holding History

Evergreen Capital Management’s Portfolio ITUB Stock Details ITUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.6M	Buy	5,338,043 +5,321,858	+32,881%	+$44.1M	0.77%	23
2026 Q1	$137K	Hold	16,185	–	–	﹤0.01%	1442
2025 Q4	$117K	Sell	16,185 -49,419	-75%	-$352K	﹤0.01%	1363
2025 Q3	$469K	Sell	65,604 -35,092	-35%	-$232K	0.01%	694
2025 Q2	$670K	Buy	+100,696	New	+$614K	0.02%	462
2019 Q2	–	Sell	-21,503	Closed	-$138K	–	456
2019 Q1	$138K	Buy	+21,503	New	+$152K	0.01%	380

Other funds holding ITUB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Capital Management's ITUB Position: Q2 2026 in Review

Evergreen Capital Management increased its Itaú Unibanco (ITUB) stake by 32,881% in Q2 2026, buying an estimated $44.1M and bringing the position to 5,338,043 shares worth $43.6M. The position accounts for 0.77% of the portfolio, ranked #23.

Evergreen Capital Management first reported a position in ITUB in Q1 2019 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold ITUB as of Q2 2026.

Evergreen Capital Management held 5,338,043 shares of Itaú Unibanco worth $43.6M as of Q2 2026.
Evergreen Capital Management bought 5,321,858 Itaú Unibanco shares in Q2 2026, an estimated $44.1M.
Itaú Unibanco made up 0.77% of Evergreen Capital Management's portfolio in Q2 2026, its #23 holding.
Evergreen Capital Management first reported a position in Itaú Unibanco in Q1 2019 and has held it in 6 quarters since.
393 funds tracked by Wall St. Rank held Itaú Unibanco as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.